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Senior Vice President & Director · State Farm Investment Management Corp.

Bradley D. Montgomery

CRD 2913835 · Named on Form ADV at one SEC-registered adviser

At a glance

State Farm Investment Management Corp., an SEC-registered asset manager based in Bloomington, IL with $12.9 billion in regulatory assets, lists Bradley D. Montgomery on its Form ADV as Senior Vice President & Director, a control person.

Firms and roles

AtlasMembers

Bradley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Terrence M. LudwigChief Compliance Officer & Treasurer, State Farm Investment Management Corp.
  • Scott A. HintzVice President - Financial and Secretary, State Farm Investment Management Corp.
  • Sarah MineauSenior Vice President & Director, State Farm Investment Management Corp.
  • Kristyn CookExecutive Vice President & Director, State Farm Investment Management Corp.
  • Jon C. FarneyPresident & Director, State Farm Investment Management Corp.

1 more person named with Bradley on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.